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You connect ClickUp once at the MSP level, with a personal API token.

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1. Create a personal API token in ClickUp

1

Pick the account

Neo acts as the ClickUp user who makes the token: it sees only the Spaces, Folders, Lists, tasks and Docs that user can open, in every Workspace the user belongs to. Use a dedicated ClickUp member for Neo, ideally a shared service account rather than a person’s own, and give it access to the parts of your Workspace Neo should work in and no more. Every task Neo creates or comments on shows that user as its author.
2

Generate the token

Signed in as that user, click your avatar, then Settings > Apps. Under API Token, click Generate. A ClickUp personal token starts with pk_ and does not expire.
3

Copy the token

Click Copy. Clicking Regenerate later ends this token, and Neo then needs the new one.

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2. Add the token in Neo

1

Open Integrations

Open Integrations → ClickUp in the Neo Dashboard. The card is under Project Management.
2

Save the token

Paste the Personal API Token and click Save. Neo checks the token with ClickUp before it saves, so a wrong token is rejected straight away.

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3. Turn ClickUp on per agent

Open the agent from Agents, go to its Tools & Settings tab, click Project Management, and expand the ClickUp block. Pick a preset, then change any group: each group can be Disabled, Read Only or Read / Write, and a Read / Write group can ask a technician before each change. In the agent’s instructions, name the Space, Folder or List it works in. To start the agent on ClickUp changes, run it on a schedule and tell it which changes to act on.

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Changes that always ask a technician

Whatever the profile: deleting a Space, a Folder or a List, every change to members, guests, user groups, guest access and sharing, making a Space, a Doc or a Chat channel open to more people, and creating or updating a webhook.

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Request limits

ClickUp allows 100 API requests a minute per token on its Free, Unlimited and Business plans, and more on Business Plus and Enterprise. Neo keeps to 100 a minute for each MSP. See ClickUp API for what each profile does.